Job Description

Brook Street (UK) Limited is delighted to be recruiting a Paraplanner for our Belfast client.

Applicants must have worked for a Financial Services company, They are not interested in speaking to people from banking etc. Only those with direct experience will be considered

Responsibilities

Provide Administration support to the Financial AdvisorOrganising client files for meetings, preparation of valuations and product researchSubmission of new business applications, monitoring through to completionAbility to process Pension transfers and replacement businessAccurate inputting onto systems. Maintaining and ensuring completeness of client files for compliance purposesPrepare draft suitability reports for clientsLiaising with clients and professional bodiesManaging/updating business pipeline and all client filesOrganising appointment diary and advisor meetingsGeneral Administration dutiesKeeping up to date with knowledge of products and ongoing compliance and Anti-money laundering requirements

Criteria / Previous experience:

Have worked within a Financial Advisor/ Weath management practice for at least 3 yearsKnowledge of investments, pensions and protection productsAchieved or working towards Diploma level Financial Services qualifications

Salary will depend on background and be relevant to experience

Please send CV to Colleen Farquharson via the link

Brook Street NMR is acting as an Employment Agency in relation to this vacancy.